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Next accounts due

2027-03-31 (in 10mo)

Last filed for 2025-06-30

Confirmation statement due

2026-12-14 (in 7mo)

Last made up 2025-11-30

Watchouts

2 items

Cash

£1M

+171.4% vs 2024

Net assets

£3M

-1.5% vs 2024

Employees

3

-25% vs 2024

Profit before tax

Period ending 2025-06-30

Watchouts

Facts from the Companies House register and the latest accounts — not a rating

Name history

Renamed 1 time since incorporation

  1. THE CHARITIES ADVISORY TRUST 1994-07-29 → present
  2. YIELDGROWTH LIMITED 1994-02-08 → 1994-07-29

Accounts

2-year trend · latest reflected 2025-06-30

Metric Trend 2024-06-302025-06-30
Turnover £39,083£32,380
Operating profit
Profit before tax
Net profit -£58,270-£38,902
Cash £368,523£1,000,193
Total assets less current liabilities £2,570,929£2,532,027
Net assets £2,570,929£2,532,027
Equity £2,570,929£2,532,027
Average employees 43
Wages £202,423£157,661

Values shown as filed in the company's annual accounts. indicates the figure wasn't present under that line item in that period. About these numbers

Ratios

Computed from the line items above — sparklines read oldest → newest

Ratio Trend 2024-06-302025-06-30
Net margin -149.1%-120.1%
Gearing (liabilities / total assets) 4.3%5.7%
Current ratio 5.66x8.47x

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Audit & accounting basis

Accounting basis
FRS 102
Reporting scope
Standalone (parent only)
Auditor
Knox Cropper LLP
Audit opinion
Unqualified (clean)
Going concern
Affirmed

“In preparing the accounts, the Trustees have considered the Charity's financial position, income prospects, expenditure commitments and available reserves. On this basis, they have concluded that it is appropriate to prepare the accounts on a going concern basis.”

Group structure

  1. THE CHARITIES ADVISORY TRUST · parent
    1. Greenway Hotels Private Limited · India · preserve historic buildings by refurbishing them for sustainable use in tourist ventures. The company's first project was a historic palace in Mysore - the Chittaranjan Palace - which is now run, as the Green Hotel

Significant events

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

People

4 active · 11 resigned

Name Role Appointed Born Nationality
JN MARIE, Avril Anita Secretary 2025-06-03
DUNN, Rowena Elizabeth Director 2018-10-15 May 1960 British
FONTANO, Sandra Director 2025-12-02 Apr 1980 British
RUSSELL, David William Director 2014-07-17 Jul 1977 British
Show 11 resigned officers
Name Role Appointed Resigned
BLUME, Hilary Sharon Braverman, Dame Secretary 1994-03-24 2025-06-03
SWIFT INCORPORATIONS LIMITED Corporate Nominee Secretary 1994-02-08 1994-03-24
BHASIN, Brij Bhushan Director 2014-07-17 2021-11-04
BLUME, Hilary Sharon Braverman, Dame Director 2009-10-01 2025-06-20
DENNIS, Carolyne Jenifer, Dr Director 1994-03-24 2014-07-17
HOLMAN, Robert Director 1994-03-24 2007-11-20
MACTAVISH MOHAMED, Leila Director 2014-07-17 2025-12-02
NAVARI, Cornelia, Dr Director 1994-03-24 2018-10-15
PENSO, Dawn Stephanie Director 1996-07-17 2014-07-22
INSTANT COMPANIES LIMITED Corporate Nominee Director 1994-02-08 1994-03-24
SWIFT INCORPORATIONS LIMITED Corporate Nominee Director 1994-02-08 1994-03-24

Ownership

Persons with significant control

Name Kind Nature of control Notified Status
Sandra Fontano Individual voting-rights-25-to-50-percent-as-trust 2025-12-02 Active
Ms Leila Mactavish Mohamed Individual Voting 25–50% 2022-01-10 Ceased 2025-12-02
Rowena Elizabeth Dunn Individual Voting 25–50% 2022-01-10 Active
Mr David William Russell Individual Voting 25–50% 2022-01-10 Active

Filing timeline

Last 20 of 104 total filings

Date Type Category Description
2026-04-29 AA accounts Accounts with accounts type full
2025-12-17 CS01 confirmation-statement Confirmation statement with no updates PDF
2025-12-12 AP01 officers Appoint person director company with name date PDF
2025-12-10 TM01 officers Termination director company with name termination date PDF
2025-12-10 PSC04 persons-with-significant-control Change to a person with significant control PDF
2025-12-09 PSC07 persons-with-significant-control Cessation of a person with significant control PDF
2025-12-09 PSC01 persons-with-significant-control Notification of a person with significant control PDF
2025-06-20 TM01 officers Termination director company with name termination date PDF
2025-06-04 AP03 officers Appoint person secretary company with name date PDF
2025-06-04 TM02 officers Termination secretary company with name termination date PDF
2025-04-22 AA accounts Accounts with accounts type full
2025-01-06 CS01 confirmation-statement Confirmation statement with no updates PDF
2024-04-08 AA accounts Accounts with accounts type small
2024-01-03 CS01 confirmation-statement Confirmation statement with no updates PDF
2023-05-16 AA accounts Accounts with accounts type small
2022-12-14 CS01 confirmation-statement Confirmation statement with no updates PDF
2022-04-04 AA accounts Accounts with accounts type small
2022-01-11 CS01 confirmation-statement Confirmation statement with no updates PDF
2022-01-11 PSC01 persons-with-significant-control Notification of a person with significant control PDF
2022-01-11 PSC01 persons-with-significant-control Notification of a person with significant control PDF

Public-record activity

Raw counts from Companies House — last 12–24 months

Filings
10

last 12 months

Capital events
0

last 24 months

Officers appointed
2

last 12 months

Officers resigned
3

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

Year-on-year

FY2024 → FY2025 · period ending 2025-06-30 vs 2024-06-30

Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers

Official Companies House page